JB
| |
Journey Beyond Wealth, LLC13F | |
| Journey Beyond Wealth, LLC | |
| Last update 2025-04-25 | 29 Stocks (1 new) |
| Value $107.00 Mil | Turnover 4 % |
Journey Beyond Wealth, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 49,491 | 25,433.7 | +2.97% | 23.770 | +0.69% | 0.000 | +19.59% | +7.78% | 660,834.1 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 211,113 | 12,806.1 | -5.20% | 11.970 | -0.63% | 0.030 | +13.13% | +18.20% | 44,208.3 | ||
VXF | Vanguard Extended Market Index ETF | 64,226 | 11,063.6 | +4.10% | 10.340 | +0.41% | 0.050 | +22.95% | +5.13% | 21,536.8 | ||
VEA | Vanguard FTSE Developed Markets ETF | 124,405 | 6,323.5 | +3.78% | 5.910 | +0.22% | 0.000 | +12.49% | +19.94% | 157,607.2 | ||
VTV | Vanguard Value ETF | 33,818 | 5,841.7 | +0.91% | 5.460 | +0.05% | 0.000 | +10.43% | +6.13% | 132,881.1 | ||
VUG | Vanguard Growth ETF | 15,099 | 5,599.0 | +5.81% | 5.230 | +0.29% | 0.000 | +27.48% | +9.52% | 167,127.0 | ||
SCHD | Schwab US Dividend Equity ETF | 193,242 | 5,403.0 | +5.42% | 5.050 | +0.26% | 0.010 | +7.34% | +0.77% | 70,469.5 | ||
SPY | SPDR S&P 500 ETF Trust | 7,395 | 4,136.7 | -0.34% | 3.870 | -0.01% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
IJR | iShares Core S&P Small-Cap ETF | 36,955 | 3,864.4 | +6.73% | 3.610 | +0.23% | 0.000 | +16.59% | -2.25% | 81,337.5 | ||
SCHO | Schwab Short-Term U.S. Treasury ETF | 147,957 | 3,601.3 | +9.31% | 3.370 | +0.29% | 0.030 | +0.74% | +3.08% | 10,930.5 |
Journey Beyond Wealth, LLC's Historical Top Holdings Breakdowns
Journey Beyond Wealth, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.69% | 507.05 ($540.58) 563.67 | $576.92 | 6.72% | Add 2.97% | 49,491 | 1,429 | |
VEU | Vanguard FTSE All-World ex-US ETF | 2025-03-31 | Reduce Reduce | -0.63% | 56.51 ($60.25) 62.98 | $67.17 | 11.49% | Reduce -5.2% | 211,113 | -11,585 | |
VXF | Vanguard Extended Market Index ETF | 2025-03-31 | Add Add | +0.41% | 170.36 ($189.24) 201.04 | $198.49 | 4.89% | Add 4.1% | 64,226 | 2,527 | |
SNOW | Snowflake Inc | 2025-03-31 | New Buy New Buy | +0.39% | 146.16 ($169.7) 192.78 | $216.89 | 27.81% | New holding | 2,883 | 2,883 | |
IGM | iShares Expanded Tech Sector ETF | 2025-03-31 | Add Add | +0.33% | 90.67 ($101) 108.46 | $114.42 | 13.29% | Add 16.69% | 27,232 | 3,895 | |
SCHO | Schwab Short-Term U.S. Treasury ETF | 2025-03-31 | Add Add | +0.29% | 24.1 ($24.21) 24.34 | $24.29 | 0.33% | Add 9.31% | 147,957 | 12,596 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Add Add | +0.29% | 369.1 ($404.54) 427.61 | $448.39 | 10.84% | Add 5.81% | 15,099 | 829 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Add Add | +0.26% | 27.01 ($27.88) 28.54 | $27.02 | -3.08% | Add 5.42% | 193,242 | 9,943 | |
VTEB | Vanguard Tax-Exempt Bond ETF | 2025-03-31 | Reduce Reduce | -0.25% | 49.25 ($50.03) 50.66 | $48.51 | -3.04% | Reduce -15.16% | 29,592 | -5,289 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Add Add | +0.24% | 42.5 ($45.01) 46.71 | $50.49 | 12.18% | Add 8.92% | 70,322 | 5,761 |
Journey Beyond Wealth, LLC Total Holding History ($B)
Journey Beyond Wealth, LLC's Asset Allocation
Journey Beyond Wealth, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Journey Beyond Wealth, LLC's Hypothetical Growth since 2025-03-31
Journey Beyond Wealth, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Journey Beyond Wealth, LLC's Holdings Heat Map
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Journey Beyond Wealth, LLC's Holdings Bubble Chart
Journey Beyond Wealth, LLC News
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